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PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Est. Return 12.24%
This Fund
S&P 500
This Quarter Est. Return
+15.98%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$3.23B
AUM Growth
+$342M
Cap. Flow
+$620K
Cap. Flow %
0.02%
Top 10 Hldgs %
21.74%
Holding
774
New
61
Increased
302
Reduced
285
Closed
65

Top Buys

Rank Stock Value
1
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$26.3M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.59M
3
VZ icon
Verizon
VZ
+$4.5M
4
LAMR icon
Lamar Advertising Co
LAMR
+$4.1M
5
NRG icon
NRG Energy
NRG
+$4.06M

Top Sells

Rank Stock Value
1
TTE icon
TotalEnergies
TTE
+$25.2M
2
BLK icon
Blackrock
BLK
+$6.19M
3
ABMD
Abiomed Inc
ABMD
+$3.92M
4
SLB icon
SLB Ltd
SLB
+$3.51M
5
CENTA icon
Central Garden & Pet Co Class A
CENTA
+$3.51M

Sector Composition

Rank Sector Weight
1 Technology 15.11%
2 Healthcare 11.89%
3 Financials 11.69%
4 Consumer Discretionary 10.06%
5 Industrials 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EQC
176
DELISTED
Equity Commonwealth
EQC
$3.14M 0.1%
95,920
+26,643
+38% +$854K
LRCX icon
177
Lam Research
LRCX
$383B
$3.13M 0.1%
174,570
-8,510
-5% -$142K
IP icon
178
International Paper
IP
$21.9B
$3.12M 0.1%
71,255
+4,428
+7% +$192K
C icon
179
Citigroup
C
$227B
$3.11M 0.1%
50,043
+10,560
+27% +$656K
MSCI icon
180
MSCI
MSCI
$40.9B
$3.11M 0.1%
+15,650
New +$2.72M
SBUX icon
181
Starbucks
SBUX
$119B
$3.11M 0.1%
41,836
-2,616
-6% -$180K
COF icon
182
Capital One
COF
$134B
$3.08M 0.1%
37,748
+465
+1% +$37.8K
REGI
183
DELISTED
Renewable Energy Group, Inc.
REGI
$3.08M 0.1%
140,419
+117,532
+514% +$3.03M
MKTX icon
184
MarketAxess Holdings
MKTX
$5.72B
$3.08M 0.1%
12,497
-153
-1% -$34.7K
DEO icon
185
Diageo
DEO
$54B
$3.06M 0.09%
18,684
-263
-1% -$40.1K
AXP icon
186
American Express
AXP
$229B
$3.01M 0.09%
27,546
-355
-1% -$37.3K
PPG icon
187
PPG Industries
PPG
$25.7B
$3M 0.09%
26,609
-21,960
-45% -$2.35M
CL icon
188
Colgate-Palmolive
CL
$74.3B
$2.98M 0.09%
43,445
-1,097
-2% -$70.9K
DRI icon
189
Darden Restaurants
DRI
$24.9B
$2.97M 0.09%
24,412
-290
-1% -$31.8K
WY icon
190
Weyerhaeuser
WY
$18.2B
$2.95M 0.09%
112,033
+13,663
+14% +$344K
INVA icon
191
Innoviva
INVA
$1.49B
$2.94M 0.09%
209,495
+168,102
+406% +$2.72M
GIS icon
192
General Mills
GIS
$19.9B
$2.92M 0.09%
56,435
-33,078
-37% -$1.5M
ZBH icon
193
Zimmer Biomet
ZBH
$18.7B
$2.91M 0.09%
23,499
-8,409
-26% -$956K
MPT
194
Medical Properties Trust
MPT
$2.48B
$2.9M 0.09%
156,773
+8
+0% +$143
CRM icon
195
Salesforce
CRM
$162B
$2.88M 0.09%
18,185
-813
-4% -$126K
LHX icon
196
L3Harris
LHX
$54B
$2.87M 0.09%
17,939
-881
-5% -$136K
ANSS
197
DELISTED
Ansys
ANSS
$2.86M 0.09%
15,666
+412
+3% +$69.7K
IWM icon
198
iShares Russell 2000 ETF
IWM
$81.5B
$2.86M 0.09%
18,691
-1,860
-9% -$280K
SUI icon
199
Sun Communities
SUI
$14.4B
$2.84M 0.09%
23,963
+130
+0.5% +$14.5K
SPGI icon
200
S&P Global
SPGI
$121B
$2.81M 0.09%
13,334
+63
+0.5% +$12.2K
6 7
8
9 10

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BAM
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ACI
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People's United Financial's Q1 2019 Portfolio in Review

As of Q1 2019, People's United Financial held 774 positions worth $3.23B, up 12% from $2.88B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial's Q1 2019 filing shows 61 new, 302 increased, 285 reduced and 65 closed positions. Its largest new stake was Lamar Advertising Co: 54,205 shares worth $4.3M. The largest sale was TotalEnergies, an estimated $25.2M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Healthcare and Financials.

  • People's United Financial's largest Q1 2019 buy was Lamar Advertising Co: 54,205 shares worth $4.3M.
  • People's United Financial added most to ProShares VIX Short-Term Futures ETF in Q1 2019, an estimated $26.3M increase.
  • People's United Financial's biggest Q1 2019 reduction was TotalEnergies, cutting an estimated $25.2M.
  • People's United Financial fully exited Abiomed Inc in Q1 2019, selling an estimated $3.92M.
  • People's United Financial's ten largest holdings make up 22% of its $3.23B portfolio in Q1 2019.
  • People's United Financial opened 61 new positions and closed 65 in Q1 2019.
  • People's United Financial's portfolio value rose 12% quarter-over-quarter to $3.23B.

Based on People's United Financial's 13F filing for Q1 2019, filed 15 May 2019.